Jaime Steers Joins Klingenstein Fields Advisors as Director, Wealth Advisor

Jaime Steers Joins Klingenstein Fields Advisors as Director, Wealth Advisor

NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) – Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor. In this role, Ms. Steers will be responsible for relationship management and advising our individual clients and their families on a range of wealth management issues.

Ms. Steers was most recently in a similar role at Truvvo Partners. She earned her B.A. from Kenyon College and her M.B.A. from Fordham University Graduate School of Business.

“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KF Advisors. “We look forward to introducing Jaime to our client base who will benefit from her proactive guidance and utilization of all of the resources and solutions that KF Advisors offers.”

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.